zocks-advisor

Seven skills for financial advisors built on Zocks meeting intelligence: client behavioral profiles, attrition-risk ranking, held-away asset radar, client journey dossiers, household review packs, next-best-action analysis and a tax opportunity scan. Requires the Zocks connector and a Zocks account.

Install

If the official marketplace isn’t added yet, run

Category: Productivity
Author: Zocks
GitHub: zocks-communications/zocks-agent-plugins

Good for

Get a quick read on a client's temperament and whether the relationship is cooling before a call
Rank households at risk of attrition, with a suggested opener for each
Track held-away assets raised in meetings, such as old 401(k)s or inheritances
Prepare household review packs, next-best-action analysis and a tax opportunity scan

Getting started

Run /plugin install zocks-advisor@claude-plugins-official
Connect the Zocks connector and sign in with your Zocks account
Ask in your own words, e.g. who am I quietly losing, and who do I call this week

Before you install

Requires the Zocks connector and a Zocks account; answers are drawn from the meeting data Zocks has captured.

Summarized by AI from the project docs; check the official docs before relying on it.

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